Duke Energy shares owned by Morningstar Investment Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Morningstar Investment Management
from 13F filings
Historical chart of Morningstar Investment Management investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Morningstar Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Morningstar Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 82k | 123.75 |
| 2024-12-31 | $983k | 9.1k | 107.69 |
| 2024-09-30 | $1.1M | 9.1k | 115.14 |
| 2024-06-30 | $921k | 9.2k | 100.20 |
| 2024-03-31 | $889k | 9.2k | 96.71 |
| 2023-09-30 | $815k | 9.2k | 88.25 |
| 2023-06-30 | $829k | 9.2k | 89.77 |
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